Geneos Wealth Management’s SandRidge Energy SD Stock Holding History

Geneos Wealth Management’s Portfolio SD Stock Details SD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-430	Closed	-$4.85K	–	2546
2025 Q3	$4.85K	Hold	430	–	–	﹤0.01%	2151
2025 Q2	$4.65K	Sell	430 -600	-58%	-$6.12K	﹤0.01%	2605
2025 Q1	$11.8K	Hold	1,030	–	–	﹤0.01%	2193
2024 Q4	$12.1K	Hold	1,030	–	–	﹤0.01%	1973
2024 Q3	$12.6K	Sell	1,030 -600	-37%	-$7.67K	﹤0.01%	1743
2024 Q2	$21.1K	Hold	1,630	–	–	﹤0.01%	1333
2024 Q1	$23.7K	Sell	1,630 -2	-0.1%	-$27	﹤0.01%	1304
2023 Q4	$22.3K	Hold	1,632	–	–	﹤0.01%	1311
2023 Q3	$25.6K	Hold	1,632	–	–	﹤0.01%	1290
2023 Q2	$24.9K	Hold	1,632	–	–	﹤0.01%	1302
2023 Q1	$23.5K	Hold	1,632	–	–	﹤0.01%	1292
2022 Q4	$27.8K	Sell	1,632 -300	-16%	-$5.61K	﹤0.01%	1240
2022 Q3	$31K	Sell	1,932 -398	-17%	-$7.19K	﹤0.01%	1190
2022 Q2	$37K	Hold	2,330	–	–	﹤0.01%	1409
2022 Q1	$37K	Hold	2,330	–	–	﹤0.01%	1510
2021 Q4	$24K	Buy	+2,330	New	+$27.7K	﹤0.01%	1801

Other funds holding SD

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

FWSM

First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geneos Wealth Management's SD Position: Q4 2025 in Review

Geneos Wealth Management sold out of SandRidge Energy (SD) in Q4 2025, closing a stake of 430 shares — an estimated $4.85K sold.

Geneos Wealth Management first reported a position in SD in Q4 2021 and held it in 16 quarters. The position peaked at $37K in Q2 2022. 162 funds tracked by Wall St. Rank hold SD as of Q4 2025.

Geneos Wealth Management reported no remaining SandRidge Energy position as of Q4 2025 after selling out during the quarter.
Geneos Wealth Management sold 430 SandRidge Energy shares in Q4 2025, an estimated $4.85K.
Geneos Wealth Management first reported a position in SandRidge Energy in Q4 2021 and held it in 16 quarters.
Geneos Wealth Management's SandRidge Energy position peaked at $37K in Q2 2022.
162 funds tracked by Wall St. Rank held SandRidge Energy as of Q4 2025.

Based on Geneos Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.